Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 47,364 shares of SCHV stock, worth $1.37 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,364
Previous 47,364
-0.0%
Holding current value
$1.37 Million
Previous $1.26 Million
4.13%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$957 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$469 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$348 Million0.63% of portfolio